by Eric Junge | Mar 20, 2024 | Uncategorized
PLANNING CONSIDERATIONS FOR SMALL-BUSINESS OWNERS Small-business owners have unique financial challenges. Is your advisor prepared to meet them? The number of small-business owners in the United States totals more than 32.5 million;¹ however, studies show these...
by Eric Junge | Mar 18, 2024 | Uncategorized
PROVIDING PLANNING FOR THOSE WITH SPECIAL NEEDS Written by: Cory M. Allen, CFP®, ChSNC® Traditional financial planning is a broad topic that includes both simple and highly complicated topics. It is not surprising many people chose to enlist the services of a...
by Eric Junge | Mar 18, 2024 | Uncategorized
TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY We understand that families who have a loved one living with a disability face unique challenges. We work with experienced teams to create one, coordinated wealth management plan that takes into consideration your...
by Eric Junge | Mar 18, 2024 | Uncategorized
FINANCIAL CONSIDERATIONS FOR SOON-TO-BE PARENTS When starting a family, it’s important to be prepared. The birth of a child is an exciting, and oftentimes overwhelming, time. Addressing the following items may help provide peace of mind so you are free to focus on...
by Eric Junge | Mar 18, 2024 | Uncategorized
TEACHING CHILDREN ABOUT MANAGING MONEY “We teach children to save their money. As an attempt to counteract thoughtless and selfish expenditure, this is a value. But it is not positive; it does not lead the child into the safe and useful avenues of self-expression...
by Eric Junge | Mar 17, 2024 | Uncategorized
TOP 10 WEALTH PLANNING STRATEGIES Consider these tax-efficient strategies to maximize retirement savings Right now is an ideal time to reevaluate your financial objectives and make sure you remain on track to achieve your goals. Here are the Top 10 planning...
